BJ
BJ
Brian Jamros
10 Years of Experience
Worcester, MA
Broker
Brian Jamros is a registered investment advisor at Bartholomew & Company Wealth Management, LLC, based in Worcester, MA, with 10 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
IM Fee
Planning only
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Location
370 Main Street, Suite 1000, Worcester, MA, 01608
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bartholomew & Company Wealth Management, LLC
July 2026 - Present · 3 mos
Commonwealth Financial Network
July 2016 - Present · 10 yrs 3 mos
Commonwealth Financial NetworkBroker
May 2016 - Present · 10 yrs 5 mos
State Registrations1 state
MA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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